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A Big Deal: Tony Caab
by Tony Caab
Tony Caab, adviser at Smartline, explains why it's important to prepare for a high level of scrutiny when assessors review your applications, and why utilising your BDM and credit scenarios team is key to minimising credit surprises
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A Big Deal: Alycia Inglis
by Alycia Inglis
Alycia Inglis, director at Stoneturn, explains why it is important to educate your clients on the complexity and potential length of the loan application process
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A Big Deal: Amy Small
by Contributor
Amy Small, regional director and finance broker at Professional Lending Solutions, learns that business lending can offer some clients surprisingly huge savings in the consolidation process, even for bank-savvy clients
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A Big Deal: Aaron Christie-David
by Contributor
Finance broker and MD at Atelier Wealth on how a challenging client can be a blessing in disguise
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A Big Deal: Scott Roberts
by AB
Scott Roberts, chief executive of IBN Direct, discusses how a second opinion and collaboration led to a client’s happy ending
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A Big Deal: Jenel McClelland
by Jenel McClelland
Jenel McClelland, senior mortgage broker and founder of Green Apples Finance Australia, explains how working with her client to understand the worth of a deal was key to getting it over the line with the lender